Core Insights - enCore Energy (EU) has significantly underperformed the broader market over the past 12 months, with a stock decline of 31% compared to a 13% rally in the S&P 500 [1] Performance Analysis - The primary reason for the divergence in performance is not detailed in the provided content, indicating a need for further investigation into the company's operational or market challenges [1]

Texas Pacific Land Corporation (TPL) is based in Dallas, Texas, with its crown jewel resting in the Permian Basin. The company holds vast tracts of land, monetizing them through leases, sales, and easements that allow pipelines and utilities to carve their way through. Add to that a water services arm that supplies, treats, and disposes of water for energy operators, and the business has carved out a powerful niche. With a market capitalization of nearly $21.5 billion, TPL comfortably sits in the “large-c ...